Payroll Services Sales Representative Job Descriptions, Average Salary, Interview Questions
To be more cost-efficient, many small and medium-sized businesses are outsourcing their payroll processes to companies that offer payroll services. Payroll services sales representatives work with those companies on behalf of payroll services firms to determine the needs of those businesses and sell them a plan that meets those needs. Payroll services is a competitive field, so payroll services sales representatives must also network and develop marketing plans to attract new business. In some cases, payroll services sales representatives must also train clients in using the payroll services they buy.
A payroll services sales representative must be exceptionally skilled at relationship-building to drive new business. It’s also essential for a candidate to have a background in building proposals and presentations to show potential clients.
Sample job description #1
This is client-facing role for a friendly, energetic sales professional. This position would be primarily building out sales in Payroll & related Benefit Services.
Present and sell company products and services to new and existing customers
Prospect and contact potential customers
Identify opportunities through marketing campaigns, networking, and prospecting activities.
Reach agreed upon sales targets by the deadline
Resolve customer inquiries and complaints
Set follow-up appointments to keep customers aware of latest developments
Create sales material to present to customers
Maintain CRM for sales prospecting activities
Must have reliable transportation
US work authorization
Previous experience in sales, customer service, or related fields
Ability to build rapport with clients
Strong negotiating skills
Deadline and detail-oriented
2 years of Payroll & HR experience
An entrepreneurial spirit with the ability to close sales and seek out new customers
Self-motivated and ability to work independently and in a team-oriented environment.
Professional and outgoing in a client-facing role
The ideal candidate will be enthusiastic, highly motivated, and a self-starter. Expert presentation & closing skills are required
Sample job description #2
The Sales Representative will be responsible for building relationships with local banks, CPA’s and other COI’s to create referral sources while also engaging in a strong degree of direct prospecting through cold calling, foot canvassing and current client prospecting. The Sales Representative will be in a highly consultative role as they meet with potential clients and will be responsible for developing a full set of solutions to meet their business needs.
Duties and responsibilities
Selling Payroll Services and HR solutions such as Workers Compensation, Time & Attendance systems, Human Resources, and Employee Benefits
Develop referral relationships with CPAs, Banks, and Financial Advisors
Prospect small and medium sized businesses to sell payroll and human resource products and services through cold calling, foot canvassing, and networking
Cross-selling to existing base of clients
Attend weekly networking activities
Set several sales appointments weekly with potential new and existing clients
Provide product demos and initial training to new clients
Enter new customer data and other sales data for current customers into computer database
Emphasize salable features, quote prices, and prepare sales contracts
Travel to and attend Trade shows and Conventions – when applicable
The ideal candidate for this position would possess:
The ability to prospect, present, and close
At least one year of sales experience in a quota driven B2B position
Cold calling experience
Excellent work ethic and self-starter
Excellent organizational, planning, and prioritization skills
Ability to influence and persuade to achieve desired outcomes
Strong analytical, problem solving, and negotiation skills
Excellent oral and written communication skills
High level of professionalism
Strong willingness to prospect on the phone and in person
Relationship building ability to work with Accountants and other financial professionals
Proficient with PC and Microsoft Office products
Sample job description #3
The responsibilities of the Payroll Sales Representative are as follows:
Ensure sales of the company’s payroll services designed specifically to meet the needs of small to medium scale businesses
Establish and maintain a good relationship with banks, CPA’s, insurance agents, and other viable prospects
Give presentations to prospective customers on the company’s payroll services, relying on sound technical selling skills, as well as on deep product knowledge
Make sales by giving consultation to business owners and decision-makers in organizations and recommending the company’s payroll solutions that meet their business needs, with the benefits of the solutions well highlighted
Establish and maintains a database of qualified leads obtained through emails, direct mails, telephone interactions, referrals, cold calls, or physical meetings with business owners, and management approved networking strategy
Participate in any way required in the implementation of the company’s marketing plan and strategies
Learn and understand how small/medium businesses operate
Keep correct and detailed records of all activities relating to customer prospecting and sales in the assigned territory or location, such as sales calls, follow-up, closed sales, and presentations
Requirements for consideration
Three or more years experience in sales, preferably outside sales with cold calling experience
Experience dealing with and selling to small level to medium level businesses
Possess a high energy, success-driven attitude, with proven ability to exceed sales goals
Articulate in communicating with business owners and managers over the phone, by email, and physical contact
Strong ability to make effective presentations
Proven ability to prospect, add new leads, follow up, and close sales
Computer experience in Excel, Word, Online tools, etc.
Average salary and compensation
The average salary for a payroll services sales representative is $55,250 in the United States. Position salary will vary based on bonuses, experience, education, company size, industry, and market.
Los Angeles, California
Minneapolis-St. Paul, Minnesota
New York City, New York
Sample interview questions
What is your experience with the payroll process?
What steps would you take to learn about our services?
How do you research potential customers?
How do you establish a rapport with potential customers?
What would you do if your sales pitches continued to be rejected by a potential customer?
How do you handle rejection?
Tell me about a time when you closed a difficult sale and how you went about it.
What is a great success you had in your past job and how did you accomplish it?
What is a mistake you made in your past job and how did you correct it? What did you learn from it?
What do you do when you find yourself falling behind in your sales goals?
When you are gathering information from multiple resources, how do you decide what is relevant?
Try to sell me X as if I’m a potential customer.
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